Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Act as a team lead to oversee the end-to-end process of collecting, reviewing, validating, and maintaining U.S. tax documentation for new and existing clients/accounts Resolves complex problems or transactions, where expertise is required to interpret policies, guidelines or processes. Manages one or more processes, reports, procedures or products, and considered analytical or procedural "expert" representing a unit or team on cross-function process or project deliverables. Directs day-to-day work of junior level employees. Perform other duties and functions as assigned Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Our commitment to diversity includes a workforce that represents the clients we serve globally from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred Ability to act as a change agent for organizational and product transformational initiatives Strong organizational skills and attention to detail required Ability to interact with all levels of internal customers and senior management 5 - 8 years of relevant experience, ideally in financial services Must be eligible to work in US. This position does not offer VISA sponsorship. This location will be at our Tampa, FL office and is not eligible for remote work Bachelor's/University degree or equivalent experience preferred Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 21, 2026 ------------------------------------------------------
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees